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Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. In Blog #02 of the M&A series, we discussed SWOT analysis. Despite this strategic rationale, many acquirers approach M&A from a purely opportunistic stance.
I could not be more excited to join Domenic Rinaldi and his team of M&A professionals at Sun Acquisitions. Sun Acquisitions has successfully managed and handled engagement across all industries and is recognized as a leading M&A advisory firm in the Midwest.
In this intricate arena, the expertise of business brokers and M&A advisors is not just valuable — it’s often a crucial determinant of success. What is a Business Broker? Business brokers are professionals specializing in selling and purchasing small to medium-sized businesses.
Domenic Rinaldi, Managing Partner of Sun Acquisitions, stated, “I have known Ken for many years and I’m excited to have him join our growing team of M&A advisors. Sun Acquisitions has successfully managed and handled engagement across all industries and is recognized as a leading M&A advisory firm in the Midwest.
E246: Lane Carrick Reveals the SHOCKING Truth About Business Sales Failure - Watch Here About the Guest(s): Lane Carrick is a seasoned mergers and acquisitions (M&A) professional with extensive experience spanning multiple industries and transaction levels. Proper valuation and advisory are essential.
Knowing what to look out for during due diligence and surrounding yourself with a team of trusted M&A advisors can help offset the inherent dangers with mergers and acquisitions. Pitfall #1 Failing to choose the right M&A advisors. Without further ado, let’s go into the first due diligence pitfall.
Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. Ron Concept 1: Maximize Business Value When Exiting When it comes to exiting a business, maximizing value is of paramount importance.
In the ever-evolving business world, mergers and acquisitions (M&A) have become common strategies for growth and expansion. For owners of privately held businesses, successfully navigating the M&A landscape can lead to substantial returns on investment.
The following report examines the health and outlook for insurance M&A deals in 2024. We base this research on several key findings in our proprietary SF database, which observes and records data from the top ~400 insurance M&A buyers. Agency vs. Company: Which Is The Better Insurance M&A Deal?
The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes.
After targets are identified and screened, Sun provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. Sun Acquisitions has successfully managed and handled engagements across all industries and is recognized as a leading M&A advisory firm in the Midwest.
In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. About Sica | Fletcher Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S.
Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The shift in buyer rotation year-over-year continues to shape the dynamic insurance M&A landscape.
YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. The shift in buyer rotation year over year is contributing to the evolving dynamics of the insurance M&A landscape.
YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. The shift in buyer rotation year over year is contributing to the evolving dynamics of the insurance M&A landscape.
Washington, DC, (March 19, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the technology services industry by Axial, the trusted deal platform serving the lower middle market.
2023 Year-End Index Reflects Continued Emphasis on Strategic Fit for Investors NEW YORK, NY - February 6, 2024 - Sica | Fletcher releases the 2023 Year-End Agency & Broker Buyer Index. According to the report, SF Index members acquired 566 Agents/Brokers in 2023, totaling $2.2B in agency and broker revenue.
Q3 Index Reflects an Emphasis on Strategic Fit for Investors in 2023 NEW YORK, NY – November 8, 2023 - Sica | Fletcher releases the Q3 2023 Agency & Broker Buyer Index. The Sica | Fletcher Broker Buyer Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.
Washington, DC, (June 21, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrials sector. For more information, visit www.focusbankers.com.
Axial’s investment banking league tables rank sell-side M&A advisors based on their usage of the Axial platform and incorporate three core M&A advisory attributes: client quality, buy-side targeting, and deal process effectiveness. In Q2 of this year, Axial members marketed 2,574 sell-side deals on the platform.
The following report contains our observations of insurance M&A trends in 2024. As a result, our analysts predict a flurry of M&A activity in H2 2024. As insurance M&A enters into the 2020s, however, buyers are looking at several additional factors that speak to an agency’s more intangible qualities.
Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry. For more information, visit www.focusbankers.com.
Their team is experienced in M&A, and they hire the best talent available. rn Visit [link] rn _ rn About The Guest(s): rn Devin Craig is an acquisition entrepreneur and broker with Peterson Acquisitions. rn The company offers buy-side advisory services, helping buyers find off-market deals.
To assemble this list, Axial reviewed the deal-making activities of 378 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter. ” About FOCUS Investment Banking FOCUS Investment Banking is a trusted name in middle market M&A advisory services worldwide.
Axial’s investment banking league tables rank M&A advisors based on their Axial activity, incorporating four core M&A advisory attributes: client quality, buy-side targeting, deal process effectiveness, and deal outcome. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market.
Since 1983, Larry’s has met the growing need for transportation solutions from ocean lines, brokers, importers, and freight forwarders. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest. Multimodal Group.
Q2 Broker Buyer Index Shows a 16% Increase in Deal Volume Over Q1 2023 NEW YORK, NY - August 30, 2023 - Sica | Fletcher releases the Q2 2023 Agency & Broker Buyer Index. The Sica | Fletcher Agency & Broker Buyer Index is the most comprehensive report on insurance brokerage M&A activity in existence.
As the advisory firm that executes by far the largest number of mergers and acquisitions transactions for insurance agents and brokers, and with our deep experience and contacts within the private equity community, we have a better vantage point on what is going on than most others. Or will the multiples decrease?
With all this in place, you can proceed to what is probably going to be the game-changing aspect of this entire process – hiring a competent M&A advisory firm. Rule #2 Get Yourself The Best M&A Team You Can Afford. If you’re looking for a guide to selling your business privately, you’ve come to the right place.
Over 3,500 advisory firms and 2,000 corporate and financial buyers have joined Axial to efficiently connect with relevant capital partners, source actionable deals, and build new relationships. Securities transactions conducted by FOCUS Securities LLC, an affiliated company, registered Broker Dealer member FINRA/SIPC.
Sun also provided advisory services throughout the diligence period. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest. Sun Acquisitions is pleased to announce the successful sale of AMIC Global, Inc.
On average, company leaders in any industry who attempt an M&A transaction using an in-house team average 30% less once the deal is complete. Below, we offer a basic breakdown of the most common advisors in an M&A transaction. The two most common types of M&A buyers are: Strategic. Retirement. Financial Security.
With the dismal success rates in mergers and acquisitions (M&A), choosing the right M&A advisor becomes a crucial aspect of ensuring success. The majority of M&A deals fail for many reasons. Related Reading: Business Brokers vs. M&A Advisors: What’s the Difference? Accurate business valuation.
We were able to find a buyer with previous business ownership and M&A deal experience and obtained a full asking price offer.”. Sun Acquisitions has successfully managed and handled over 400 transactions across all industries and is recognized as a leading M&A advisory firm in the Midwest.
In addition, Panmure Liberum would rank thirteenth overall for all UK public M&A in 2023 by number of deals, as well as possessing research coverage across more than 580 stocks across the UK and Europe. Together the two firms have an aggregate of £9.9
To conduct a valuation, a broker or M&A advisor will examine your e-commerce business’s financial documents, such as your balance sheet and tax records, to determine the company’s book value, sale value, enterprise value, or other measures of worth. Each item should also have a photo and a working purchase button.
Mergers and acquisitions (M&A) have emerged as a strategic approach for MSPs to enhance their service offerings, improve customer retention, and strengthen their market position. Here are several ways M&A can facilitate this process: 1. This transparency builds trust and reduces misunderstandings.
The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market. The table of contents below offers quick links for readers seeking specific information in later sections.
It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business.
In Q2 2023, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market. Securities transactions conducted by FOCUS Securities LLC, an affiliated company, registered Broker Dealer member FINRA/SIPC. League table recipients represented 120 of those 2,647 deals (4.5%) in the quarter.
With a team of seasoned professionals, Sun Acquisitions offers comprehensive advisory services to guide clients through each stage of the sale or acquisition process. With a team of seasoned professionals, Sun Acquisitions offers comprehensive advisory services to guide clients through each stage of the sale or acquisition process.
The Sun Acquisitions team, led by Domenic Rinaldi and Kevin Collins, are the elite brokers in the industry”, stated Valerie Whitlow (Owner of Chain O’Lakes Transportation. Their extensive experience and knowledge empower them to guide their clients through every step of the M&A process. Thinking of Buying or Selling a Business?
Additionally, Sun Acquisitions provided ongoing advisory services to Petersen Furniture throughout the due diligence process. With a team of experienced professionals and a proven track record of over 400 successful transactions, Sun Acquisitions provides comprehensive guidance throughout the M&A process.
with advisory services throughout the diligence period. With a track record of over 400 successfully managed transactions across diverse industries, Sun Acquisitions is widely recognized as a leading M&A advisory firm in the Midwest. CHICAGO, IL, April 2, 2024 — Griffin Products, LLC.,
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